Our Services

Office Photo

As none of our clients has precisely the same needs, we do not have a one-size-fits-all menu of services. We strive, however, to provide peace of mind for all of our clients.

“We offer unconditional advice and the highest level of service.”



We customize the scope and depth of our services to fit client needs. Naturally, there are some areas where most clients seek our advice and involvement. These include:

  • Developing financial goals and asset allocation targets
  • Setting realistic investment, spending, cash flow and other plans
  • Developing and implementing practical strategies for achieving those goals
  • Building portfolios that improve forward-looking risk-adjusted investment returns
  • Identifying, evaluating, recommending and monitoring third-party investment managers and direct investments

  • Incorporating income tax considerations with investment strategies to enhance net client benefits
  • Reporting on consolidated investment performance, asset values and exposure across all holdings, accounts, entities, asset classes and currencies
  • Evaluating and managing portfolio liquidity
  • Developing risk management strategies